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Evanston Advisors
1827 Walden Office Square Suite 104
Schaumburg, IL 60173
847-397-3000 Phone
847-907-3810 Fax

Evanston Advisors Monthly may offer general financial, tax and business ideas. However, due to the ever-changing tax laws as well as the complexity of the financial industry, you should seek professional advice before implementing any of the ideas contained in this newsletter. Evanston Advisors and Osmosis Digital Marketing assume no liability whatsoever in connection with the use of this newsletter.

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Evanston Advisors Monthly

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Monthly Message



VOL. 3, ISSUE 5   •   SEPTEMBER, 2010
Freedom to do Great Work
An inspirational book explains how we can allow ourselves to do really exceptional work. READ MORE...


VOL. 3, ISSUE 4   •   AUGUST, 2010
Impact of Health Care Reform
Here is a look at how elements of the new health care reform law might affect you. READ MORE...


VOL. 3, ISSUE 3   •   JULY, 2010
The Kindle vs. the iPad
The Kindle is a superior device for reading a book. But the iPad can do much, much more. READ MORE...


VOL. 3, ISSUE 2   •   JUNE, 2010
Will I Have Enough Money in Retirement?
Will I have enough money in retirement? It seems like a simple question, but finding the answer starts with understanding your personal vision for retirement. READ MORE...


VOL. 3, ISSUE 1   •   MAY, 2010
Your Minor is Now in the Major Leagues
If you have a child turning 21, it's time to have a talk about what he or she needs to know upon becoming an adult. READ MORE...


VOL. 2, ISSUE 12   •   APRIL, 2010
Spring Is in the Air
As we shake off the winter, its time to consider a kind of financial spring cleaning. READ MORE...


VOL. 2, ISSUE 11   •   MARCH, 2010
A Little Bit About Estate Taxes
The 2010 tax law could have unintended consequences in certain kinds of estate planning situations. READ MORE...


VOL. 2, ISSUE 10   •   FEBRUARY, 2010
Teaching Your Teens About Money
Take time to teach your teenager about budgeting and handling money. It's a lesson that will last a lifetime. READ MORE...


VOL. 2, ISSUE 9   •   JANUARY, 2010
Resolve to Follow Your Dreams
Instead of making a list of New Year's resolutions that you won't keep and wouldn't enjoy, why not make a list of your dreams? READ MORE...


VOL. 2, ISSUE 8   •   DECEMBER, 2009
Financially Intelligent Grandparenting
During the holiday season, grandparents should take advantage of opportunities for conversations and experiences that come only once or twice a year. READ MORE...


VOL. 2, ISSUE 7   •   NOVEMBER, 2009
The Irrevocable Life Insurance Trust
An irrevocable life insurance trust can help keep more of your estate in the hands of your heirs. READ MORE...


VOL. 2, ISSUE 6   •   OCTOBER, 2009
Avoid Retirement and Be a Mentor
Retirement should not be the end of your useful life. Becoming a mentor can help you remain active and continue to contribute. READ MORE...


VOL. 2, ISSUE 5   •   SEPTEMBER, 2009
Investment Policy Statements: What Are They, and Why Do I Need One?
An Investment Policy Statement can help get your financial planning on track -- and make sure it stays there. READ MORE...


VOL. 2, ISSUE 4   •   AUGUST, 2009
Financially Intelligent Parenting
Life offers many opportunities to teach your children about money. And a good book and a seminar from Evanston Advisors can help. READ MORE...


VOL. 2, ISSUE 3   •   JULY, 2009
What's Your Score?
Tighter credit availability has made it more important than ever to know your credit score. READ MORE...


VOL. 2, ISSUE 2   •   JUNE, 2009
Who Moved My Cheese? ... again
A best-seller from 1998 can help shed light on the market uncertainties we are dealing with today. READ MORE...


VOL. 2, ISSUE 1   •   MAY, 2009
Keeping Our Eyes on Clients' Goals
Although the financial world seems turned upside down, one thing remains true: We at Evanston are watching out for your interests. READ MORE...


VOL. 1, ISSUE 12   •   APRIL, 2009
When Was Your Last Financial Physical?
Regular checkups can help ensure that your financial health remains strong. READ MORE...


VOL. 1 , ISSUE 11   •   MARCH, 2009
Back to Basics: Why Asset Allocation Matters
Many investors pay too little attention to asset allocation, which can be the most important element of their portfolio. READ MORE...


VOL. 1, ISSUE 10   •   FEBRUARY, 2009
How Do You Pay Your Bills?
You can pay your bills by writing a check, but there are other ways that are more efficient. READ MORE...


VOL. 1, ISSUE 9   •   JANUARY, 2009
Required Minimum Distributions Waived for 2009
A change in the tax law gives some older people more flexibility to manage their retirement accounts during this financial crisis. READ MORE...


VOL. 1, ISSUE 8   •   DECEMBER, 2008
Living Well
The holidays are an excellent time to reflect on what it means to truly Live Well. READ MORE...


VOL. 1, ISSUE 7   •   NOVEMBER, 2008
Business Owner Transition: It Is Never Too Soon!
Even successful Business Owners may not realize the need to plan carefully for their Transition out of their business READ MORE...


VOL. 1, ISSUE 6   •   OCTOBER, 2008
Moving Your Money
There are lots of ways to move money from one entity to another. We can help you understand the different options, and which might be right for you. READ MORE...


VOL. 1, ISSUE 5   •   SEPTEMBER, 2008
On Art, Science, and Investing
Creating and managing investment portfolios is both an art and a science. READ MORE...


VOL. 1, ISSUE 4   •   AUGUST, 2008
The Real Value of a Balanced Portfolio
Tough markets like this one show the real value of not putting all your investment eggs in one basket. READ MORE...


VOL. 1, ISSUE 3   •   JULY, 2008
The Real Meaning of Relationships
A lot of firms talk about building relationships with clients, but it is just talk. At Evanston Advisors, we take the time to listen and to build real relationships that last. READ MORE...


VOL. 1, ISSUE 2   •   JUNE, 2008
Making Complexities Clear
At Evanston Advisors, we help break down complex issues so that you can understand them more fully. READ MORE...


VOL. 1, ISSUE 1   •   MAY, 2008
Welcome to Evanston Advisors Monthly
Welcome to Evanston Advisors Monthly, the new electronic newsletter that comes directly to your email each month. READ MORE...



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